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LICI ASM NON PAR
InsuranceDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹18,956 Cr
Today
+₹274 Cr +1.47%
Companies
25
As of
16 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio -2.5% NIFTY 50 -4.4%ahead of NIFTY by 1.9 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
86%
Wtd P/E
30.3
Wtd ROE
20.0%
Holdings
25
By market cap
Large 90% Mid 7% Small 3%
Sold / trimmed last quarter
Steel Authority of India Ltd-1.33pp
Shriram Pistons & Rings Ltd-0.40pp
Gloster Ltd-0.28pp
GLAXOSMITHKLINE PHARMA LT-0.07pp
DCM Nouvelle Ltd-0.07pp
Veedol Corporation Ltd0.00pp
Holdings · 25
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Steel Authority of India Ltd SAIL · Metals & Mining | 7.85% | ₹5,916.1 Cr | -0.86% | ▼ -1.33pp | 22.4 | 6% |
| Bajaj Finserv Ltd BAJAJFINSV · Financial Services | 2.03% | ₹5,698.2 Cr | +3.62% | ▲ +0.22pp | 14.2 | 26% |
| Britannia Industries BRITANNIA · Fast Moving Consumer Goods | 1.49% | ₹1,862.3 Cr | +0.66% | NEW | 49.4 | 54% |
| Gujarat Gas Ltd GUJGASLTD · Oil, Gas & Consumable Fuels | 4.47% | ₹1,675.8 Cr | +3.02% | NEW | 36.5 | 8% |
| Central Depository Services (India) Limited CDSL · Financial Services | 4.40% | ₹1,163 Cr | +3.08% | – | 58.4 | 24% |
| LMW Ltd LMW · Capital Goods | 3.44% | ₹581.5 Cr | +0.43% | – | 129.3 | 5% |
| CRISIL Ltd CRISIL · Financial Services | 1.36% | ₹394.9 Cr | +2.27% | – | 34.7 | 30% |
| GLAXOSMITHKLINE PHARMA LT GLAXO · Healthcare | 1.08% | ₹389.2 Cr | +0.05% | ▼ -0.07pp | 34.7 | 49% |
| The India Cements Limited INDIACEM · Construction Materials | 2.64% | ₹322.1 Cr | +0.32% | – | – | -1% |
| Shriram Pistons & Rings Ltd SHRIPISTON · Automobile and Auto Components | 1.17% | ₹192 Cr | +6.17% | ▼ -0.40pp | 29.3 | 21% |
| Dilip Buildcon Ltd DBL · Construction | 2.66% | ₹186.4 Cr | +0.28% | – | 5.0 | 24% |
| Orissa Minerals Development Company Ltd ORISSAMINE · Metals & Mining | 6.55% | ₹158 Cr | -0.01% | – | – | – |
| Tourism Finance Corporation of India Ltd TFCILTD · Banking | 2.92% | ₹102.8 Cr | +1.98% | – | 28.6 | 10% |
| Gloster Ltd GLOSTERLTD · Forest Materials | 12.40% | ₹92.4 Cr | +1.80% | ▼ -0.28pp | 41.1 | 2% |
| India Tourism Development Corporation Ltd ITDC · Consumer Services | 1.78% | ₹91.5 Cr | +2.21% | – | 62.3 | 21% |
| Bharat Bijlee Limited BBL · Capital Goods | 1.29% | ₹40.7 Cr | +0.51% | – | 26.3 | 6% |
| Veedol Corporation Ltd VEEDOL · Oil, Gas & Consumable Fuels | 1.12% | ₹28 Cr | +1.31% | ▼ 0.00pp | 13.1 | 20% |
| MUKAND MUKANDLTD · Metals & Mining | 1.09% | ₹21.4 Cr | +1.04% | – | 3.2 | 49% |
| OCCL Ltd OCCLLTD · Chemicals | 2.08% | ₹11.9 Cr | -2.80% | – | – | 12% |
| The Peria Karamalai Tea & Produce Company Limited PKTEA | 2.90% | ₹6.8 Cr | +0.15% | – | 43.6 | 3% |
| The United Nilgiri Tea Estates Company Limited UNITEDTEA | 2.37% | ₹5.9 Cr | -1.04% | – | – | 11% |
| DCM DCM · Information Technology | 3.32% | ₹5.9 Cr | +2.25% | – | 136.5 | 3% |
| DCM Nouvelle Ltd DCMNVL · Textiles | 1.20% | ₹3.6 Cr | +1.19% | ▼ -0.07pp | 184.5 | 1% |
| The Western India Plywoods Limited WIPL | 2.40% | ₹3.1 Cr | -0.21% | – | 148.4 | 2% |
| ICDS Ltd ICDSLTD · Services | 4.85% | ₹2.7 Cr | -4.22% | – | 51.5 | 4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Steel Authority of India Ltd | 7.85 | 9.18 | 10.00 | 10.00 | · |
| Bajaj Finserv Ltd | 2.03 | 1.81 | · | 2.20 | · |
| Britannia Industries | 1.49 | · | · | · | · |
| Central Depository Services (India) Limited | 4.40 | 4.40 | 4.40 | 4.40 | · |
| LMW Ltd | 3.44 | 3.44 | 3.44 | 3.44 | 3.44 |
| CRISIL Ltd | 1.36 | 1.36 | 1.36 | 1.36 | · |
| GLAXOSMITHKLINE PHARMA LT | 1.08 | · | 1.15 | 1.15 | · |
| The India Cements Limited | 2.64 | 2.64 | 2.64 | 2.64 | · |
| Shriram Pistons & Rings Ltd | 1.17 | 1.57 | 1.57 | 1.57 | · |
| Dilip Buildcon Ltd | 2.66 | 2.66 | 2.66 | 2.66 | · |
| Orissa Minerals Development Company Ltd | 6.55 | 6.55 | 6.55 | 6.55 | · |
| Tourism Finance Corporation of India Ltd | 2.92 | 2.92 | 2.92 | 2.92 | 2.92 |
| Gloster Ltd | 12.40 | 12.68 | 12.73 | 12.73 | · |
| India Tourism Development Corporation Ltd | 1.78 | 1.78 | 1.78 | 1.78 | · |
| Bharat Bijlee Limited | 1.29 | 1.29 | 1.29 | 1.29 | · |
| Veedol Corporation Ltd | 1.12 | 1.12 | 1.12 | 1.12 | · |
| MUKAND | 1.09 | 1.09 | 1.09 | 1.09 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.